HIGHLINE WEALTH PARTNERS LLC
SHERMAN OAKS CA · SEC CIK 0002042654
$3.92亿2026Q1 申报市值
1,297持仓数
54.4%前十大占比 · 第一大 10.2%
300 / 84新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JAAA 加仓+$1,071.08万
JPST 加仓+$661.28万
FNDX 加仓+$453.57万
QQQM 加仓+$374.78万
BIL 加仓+$264.35万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$239.21万
WAT 重新持有-$119.14万
GLD 减仓-$107.57万
IEMG 减仓-$61.65万
BLK 减仓-$52.13万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BMO | BANK MONTREAL MEDIUM COM | $8,797 | 0.00% | 65 | 19 | 41.3% | $2,571 | 加仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $8,789 | 0.00% | 90 | 90 | — | $8,789 | 新建仓 |
| GWW | WW GRAINGER INC COM | $8,774 | 0.00% | 8 | 4 | 100.0% | $4,387 | 加仓 |
| FISV | FISERV INC COM | $8,761 | 0.00% | 157 | 97 | 161.7% | $5,413 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $8,756 | 0.00% | 174 | 150 | 625.0% | $7,548 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN COM | $8,738 | 0.00% | 750 | -250 | -25.0% | -$2,913 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $8,709 | 0.00% | 165 | 165 | — | $8,709 | 新建仓 |
| TTC | TORO CO COM | $8,690 | 0.00% | 93 | 93 | — | $8,690 | 新建仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD COM | $8,667 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $8,667 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $8,645 | 0.00% | 5 | -7 | -58.3% | -$1.21万 | 减仓 |
| NRG | NRG ENERGY INC COM NEW | $8,622 | 0.00% | 59 | 47 | 391.7% | $6,868 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $8,621 | 0.00% | 960 | 165 | 20.8% | $1,482 | 加仓 |
| GMED | GLOBUS MED INC CL A | $8,616 | 0.00% | 100 | 100 | — | $8,616 | 新建仓 |
| HRB | BLOCK H & R INC COM | $8,602 | 0.00% | 271 | 265 | 4,416.7% | $8,412 | 重新持有 |
| MSM | MSC INDL DIRECT INC CL A | $8,581 | 0.00% | 93 | 93 | — | $8,581 | 新建仓 |
| USFD | US FOODS HLDG CORP COM | $8,576 | 0.00% | 93 | 87 | 1,450.0% | $8,023 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $8,554 | 0.00% | 297 | 297 | — | $8,554 | 新建仓 |
| TGT | TARGET CORP COM | $8,538 | 0.00% | 70 | 58 | 483.3% | $7,074 | 加仓 |
| EPAM | EPAM SYS INC COM | $8,530 | 0.00% | 63 | 63 | — | $8,530 | 新建仓 |
| JLL | JONES LANG LASALLE INC COM | $8,521 | 0.00% | 28 | 28 | — | $8,521 | 新建仓 |
| PRI | PRIMERICA INC COM | $8,516 | 0.00% | 34 | 34 | — | $8,516 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC COM | $8,495 | 0.00% | 128 | 128 | — | $8,495 | 新建仓 |
| THG | HANOVER INS GROUP INC COM | $8,494 | 0.00% | 49 | 28 | 133.3% | $4,854 | 加仓 |
| CRUS | CIRRUS LOGIC INC COM | $8,388 | 0.00% | 58 | 55 | 1,833.3% | $7,954 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $8,382 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $8,380 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW COM | $8,340 | 0.00% | 229 | 199 | 663.3% | $7,247 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $8,334 | 0.00% | 66 | 18 | 37.5% | $2,273 | 加仓 |
| BP | BP PLC SPONSORED ADR | $8,319 | 0.00% | 177 | 56 | 46.3% | $2,632 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $8,274 | 0.00% | 6 | 6 | — | $8,274 | 新建仓 |
| SNDK | SANDISK CORP COM | $8,259 | 0.00% | 13 | 13 | — | $8,259 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $8,189 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA SPONSORED ADR | $8,188 | 0.00% | 2,804 | 746 | 36.2% | $2,178 | 加仓 |
| JBTM | JBT MAREL CORPORATION COM | $8,184 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC COM | $8,130 | 0.00% | 119 | 119 | — | $8,130 | 新建仓 |
| NBH | NEUBERGER MUN FD INC COM | $8,120 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $8,120 | 0.00% | 175 | 85 | 94.4% | $3,944 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $8,084 | 0.00% | 20 | 20 | — | $8,084 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $8,073 | 0.00% | 294 | -5 | -1.7% | -$137 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $8,057 | 0.00% | 47 | 47 | — | $8,057 | 新建仓 |
| COKE | COCA COLA CONS INC COM | $8,053 | 0.00% | 42 | 42 | — | $8,053 | 新建仓 |
| ROKU | ROKU INC COM CL A | $8,043 | 0.00% | 85 | -7 | -7.6% | -$662 | 重新持有 |
| VNO | VORNADO RLTY TR SH BEN INT | $8,005 | 0.00% | 308 | 277 | 893.5% | $7,199 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $7,966 | 0.00% | 75 | 75 | — | $7,966 | 新建仓 |
| — | WESTERN ASSET HIGH INCOM FD II COM | $7,960 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC COM NEW | $7,916 | 0.00% | 59 | 59 | — | $7,916 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $7,902 | 0.00% | 81 | 44 | 118.9% | $4,292 | 加仓 |
| ADSK | AUTODESK INC COM | $7,900 | 0.00% | 33 | -24 | -42.1% | -$5,745 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $7,887 | 0.00% | 73 | 73 | — | $7,887 | 新建仓 |
| EIM | EATON VANCE MUN BD FD COM | $7,816 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC CL A | $7,795 | 0.00% | 60 | 44 | 275.0% | $5,716 | 加仓 |
| R | RYDER SYS INC COM | $7,779 | 0.00% | 38 | 35 | 1,166.7% | $7,165 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $7,730 | 0.00% | 11 | -2 | -15.4% | -$1,405 | 减仓 |
| — | FIRST TR SR FLTG RATE INCOME F COM | $7,712 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP CL A COM | $7,709 | 0.00% | 132 | 108 | 450.0% | $6,307 | 加仓 |
| PWR | QUANTA SVCS INC COM | $7,686 | 0.00% | 14 | 5 | 55.6% | $2,745 | 加仓 |
| — | WESTERN ASSET INTER MUNI COM | $7,680 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH DOUBLELINE STRATE COM | $7,670 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $7,662 | 0.00% | 131 | 21 | 19.1% | $1,228 | 加仓 |
| IT | GARTNER INC COM | $7,600 | 0.00% | 48 | 48 | — | $7,600 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $7,591 | 0.00% | 53 | 53 | — | $7,591 | 新建仓 |
| MSCI | MSCI INC COM | $7,581 | 0.00% | 14 | 5 | 55.6% | $2,708 | 加仓 |
| AYI | ACUITY INC COM | $7,566 | 0.00% | 27 | 27 | — | $7,566 | 新建仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $7,559 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $7,533 | 0.00% | 44 | -87 | -66.4% | -$1.49万 | 减仓 |
| BIO | BIO RAD LABS INC CL A | $7,526 | 0.00% | 27 | 27 | — | $7,526 | 新建仓 |
| LOPE | GRAND CANYON ED INC COM | $7,481 | 0.00% | 44 | 41 | 1,366.7% | $6,971 | 加仓 |
| MTB | M & T BK CORP COM | $7,464 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO COM | $7,442 | 0.00% | 74 | 74 | — | $7,442 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $7,431 | 0.00% | 25 | 25 | — | $7,431 | 新建仓 |
| MUA | BLACKROCK MUNIASSETS FD INC COM | $7,427 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC COM | $7,372 | 0.00% | 72 | 72 | — | $7,372 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA SPON ADR CL D | $7,349 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $7,344 | 0.00% | 390 | 390 | — | $7,344 | 新建仓 |
| BBY | BEST BUY INC COM | $7,339 | 0.00% | 114 | 110 | 2,750.0% | $7,081 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $7,334 | 0.00% | 27 | 21 | 350.0% | $5,704 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $7,326 | 0.00% | 208 | 208 | — | $7,326 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $7,307 | 0.00% | 36 | 10 | 38.5% | $2,030 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $7,279 | 0.00% | 57 | 57 | — | $7,279 | 新建仓 |
| URA | GLOBAL X URANIUM ETF | $7,265 | 0.00% | 150 | -400 | -72.7% | -$1.94万 | 减仓 |
| BIDU | BAIDU INC SPON ADR REP A | $7,242 | 0.00% | 65 | -29 | -30.9% | -$3,231 | 减仓 |
| INVH | INVITATION HOMES INC COM | $7,231 | 0.00% | 291 | 193 | 196.9% | $4,796 | 加仓 |
| GLPI | GAMING & LEISURE P COM | $7,188 | 0.00% | 162 | 162 | — | $7,188 | 新建仓 |
| CHWY | CHEWY INC CL A | $7,182 | 0.00% | 266 | 266 | — | $7,182 | 新建仓 |
| AMP | AMERIPRISE FINL INC COM | $7,160 | 0.00% | 16 | 4 | 33.3% | $1,790 | 加仓 |
| SNPS | SYNOPSYS INC COM | $7,137 | 0.00% | 18 | 1 | 5.9% | $396 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD III COM | $7,120 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $7,072 | 0.00% | 1,406 | -856 | -37.8% | -$4,306 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $7,055 | 0.00% | 53 | 53 | — | $7,055 | 新建仓 |
| LSTR | LANDSTAR SYS INC COM | $7,054 | 0.00% | 44 | 44 | — | $7,054 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $7,032 | 0.00% | 52 | 19 | 57.6% | $2,569 | 加仓 |
| TRGP | TARGA RES CORP COM | $7,020 | 0.00% | 28 | 13 | 86.7% | $3,259 | 加仓 |
| CCK | CROWN HLDGS INC COM | $7,018 | 0.00% | 70 | 67 | 2,233.3% | $6,717 | 加仓 |
| XEL | XCEL ENERGY INC COM | $6,991 | 0.00% | 88 | 2 | 2.3% | $159 | 加仓 |
| RS | RELIANCE INC COM | $6,990 | 0.00% | 23 | 23 | — | $6,990 | 新建仓 |
| — | ELECTRONIC ARTS INC COM | $6,947 | 0.00% | 34 | -21 | -38.2% | -$4,291 | 减仓 |
| PEGA | PEGASYSTEMS INC COM | $6,937 | 0.00% | 163 | 163 | — | $6,937 | 新建仓 |
| CART | MAPLEBEAR INC COM | $6,930 | 0.00% | 185 | 185 | — | $6,930 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $6,922 | 0.00% | 42 | 42 | — | $6,922 | 新建仓 |